Workshop: Responsibility Ahead - Understanding the Role and Liabilities of Being a Trustee
Because of proper planning, you have agreed to serve as a trustee to your parent’s estate. This session will provide you a greater understanding of the legal implications, the investment and tax issues, and the overall human behavioral aspects that you may face in this new and challenging role.
1. Tackling the tough conversations
2. What to do immediately after the death of a parent
3. An overview of trust and estate administration
4. Winding up a trust and avoiding liability
Program Speakers
Pam Cross
John Klees
Stephanie Myott – Beebe
Andrea Snyder
Date and Time
Wednesday Feb 26, 2020
3:30 PM - 5:30 PM EST
3:30 Refreshments and Registration
4:00 Presentation
5:00 Q&A
5:30 Adjourn
Location
Rhoades McKee
55 Campau Ave NW, Suite 300
Grand Rapids, MI 49503
Fees/Admission
Registration: $20/person
Contact Information
Please contact us with any questions.
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